SalesPage Financial for Managing Relationships

A turnkey data management, sales reporting and CRM solution that delivers the information that helps you connect with clients, whether you sell to intermediaries, institutions, or directly to investors.

In the Cloud or Not: SalesPage Your Way

Choose an on‑demand, hosted solution to be up and running rapidly, with minimal cost. Or implement SalesPage as part of your managed network. Either way, you get a proven solution designed for the investment management industry.

From The Blog

This year our SalesPage team chose to express our thanks by supporting two local organizations. Our ability to give back to our community would not be possible without the loyalty and support of all of our clients. A key to success is to spend time doing what you enjoy and working with talented and enjoyable people. At SalesPage we are fortunate to have a great group of clients that are key to our success. Thank you for the confidence and trust that you place in us every day!

A leader is only as good as the team that surrounds them. At SalesPage, we are focused on attracting the highest quality individuals who will both enhance our existing team and increase the value that we are delivering to our clients. Jen Rutledge, our SalesPage COO, was selected by Western Michigan University (WMU) to receive the Department of Business Information Systems Outstanding Alumni Award. This award was presented to her at a ceremony during WMU’s Homecoming, October 7, 2016.

In Moneyball, the Oakland Athletics changed the way they scouted and valued players. Through the use of data, they were able to redefine the game and compete with the Yankees and Red Sox, who had budgets that were many times larger. Just as major league baseball executives and scouts had to change the way they think about the game, so too will wholesalers and sales management about asset management distribution. Those who adapt quickly will put themselves in a position to compete and win within an increasingly complex and competitive market.